Ep Wealth Advisors, LLC Purchases in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
7K
+ 3.76%
$121.76 - $142.99 $853K - $1M
193K $25.5M
NOC
Northrop Grumman Corp

Industrials
3.43K
+ 17.73%
$433.45 - $513.82 $1.49M - $1.76M
22.8K $11.7M
ZS
Zscaler, Inc.

Technology
12.8K
New
$181.66 - $216.87 $2.32M - $2.77M
12.8K $2.53M
CVS
Cvs Health Corp

Healthcare
1.76K
+ 1.68%
$44.22 - $68.64 $78K - $121K
107K $7.23M
CB
Chubb LTD

Financial Services
7.56K
+ 98.62%
$257.71 - $301.99 $1.95M - $2.28M
15.2K $4.6M
ZTS
Zoetis Inc.

Healthcare
12K
+ 4.86%
$156.48 - $175.67 $1.88M - $2.11M
259K $42.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.12K
+ 1.36%
$48.65 - $53.06 $347K - $378K
531K $27.6M
USFD
Us Foods Holding Corp.

Consumer Defensive
35.4K
New
$63.38 - $72.02 $2.24M - $2.55M
35.4K $2.32M
EOG
Eog Resources Inc

Energy
16.8K
+ 99.84%
$120.54 - $138.05 $2.03M - $2.33M
33.7K $4.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.6K
+ 24.59%
$126.11 - $135.06 $2.1M - $2.25M
84.3K $10.9M
ABT
Abbott Laboratories

Healthcare
7.71K
+ 13.92%
$111.1 - $140.22 $857K - $1.08M
63.1K $8.37M
GLD
Spdr Gold Trust

ETFs
565
+ 1.37%
$243.19 - $288.14 $137K - $163K
41.7K $12M
MDT
Medtronic PLC

Healthcare
21.2K
+ 163.94%
$79.84 - $94.5 $1.69M - $2.01M
34.2K $3.07M
XYL
Xylem Inc.

Industrials
12.6K
+ 8.18%
$114.02 - $132.04 $1.43M - $1.66M
166K $19.8M
BSX
Boston Scientific Corp

Healthcare
16.1K
+ 83.01%
$89.38 - $106.18 $1.44M - $1.71M
35.6K $3.59M
PLD
Prologis, Inc.

Real Estate
15.8K
+ 107.29%
$103.59 - $124.04 $1.63M - $1.96M
30.5K $3.41M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
24K
+ 1.95%
$46.45 - $47.26 $1.11M - $1.13M
1.25M $59.2M
C
Citigroup Inc

Financial Services
24.1K
+ 67.07%
$67.23 - $84.63 $1.62M - $2.04M
60.1K $4.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.4K
+ 28.44%
$58.01 - $64.46 $1.3M - $1.44M
101K $6.27M
SPGI
S&P Global Inc.

Financial Services
998
+ 0.92%
$478.26 - $543.77 $477K - $543K
110K $55.8M
IBHE
Ishares Ibonds 2025 Term High

ETFs
67.8K
+ 14.54%
$23.16 - $23.32 $1.57M - $1.58M
534K $12.4M
XLP
Consumer Staples Sector Spdr

ETFs
19.8K
+ 3.42%
N/A
599K $45.5M
TXN
Texas Instruments Inc

Technology
7.2K
+ 23.82%
N/A
37.4K $7.29M
CGGO
Capital Group Global Growth Eq

ETFs
47.4K
New
$28.33 - $30.84 $1.34M - $1.46M
47.4K $1.34M
CTAS
Cintas Corp

Industrials
835
+ 1.65%
$182.09 - $208.14 $152K - $174K
51.5K $10.6M
WCN
Waste Connections, Inc.

Industrials
6.8K
New
$169.89 - $195.19 $1.16M - $1.33M
6.8K $1.33M
PULS
Pgim ETF Tr

ETFs
24.3K
+ 6.49%
$49.56 - $49.78 $1.2M - $1.21M
398K $19.8M
QCOM
Qualcomm Inc

Technology
8.22K
+ 8.1%
$151.94 - $175.86 $1.25M - $1.45M
110K $16.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.69K
+ 130.89%
$208.48 - $244.03 $977K - $1.14M
8.27K $2.02M
PANW
Palo Alto Networks Inc

Technology
13.7K
+ 12.87%
$167.82 - $208.28 $2.3M - $2.85M
120K $20.5M
AON
Aon PLC

Financial Services
2.44K
+ 60.5%
$348.44 - $409.32 $848K - $997K
6.46K $2.58M
HD
Home Depot, Inc.

Consumer Cyclical
7.63K
+ 10.24%
$347.25 - $424.87 $2.65M - $3.24M
82.2K $30.1M
SBAC
Sba Communications Corp

Real Estate
4.76K
+ 195.12%
$192.76 - $224.91 $917K - $1.07M
7.2K $1.58M
STZ
Constellation Brands, Inc.

Consumer Defensive
5.91K
New
$161.05 - $222.93 $952K - $1.32M
5.91K $1.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
20.3K
+ 5.26%
$551.42 - $612.93 $11.2M - $12.5M
407K $227M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
9.42K
+ 3.36%
$120.5 - $145.97 $1.14M - $1.38M
290K $38.1M
PAYX
Paychex Inc

Industrials
3.57K
+ 10.28%
$136.06 - $154.52 $485K - $551K
38.3K $5.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.7K
+ 22.36%
$50.72 - $50.92 $998K - $1M
108K $5.48M
PSCD
Invesco S&P Smallcap Consumer

ETFs
10.6K
New
$89.99 - $116.16 $956K - $1.23M
10.6K $978K
SUB
Ishares Short Term National Mu

ETFs
9.08K
+ 14.27%
$105.3 - $106.24 $956K - $964K
72.7K $7.67M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
39.4K
+ 32.56%
$23.13 - $23.41 $912K - $923K
161K $3.73M
COP
Conocophillips

Energy
5.57K
+ 12.19%
$88.6 - $105.85 $494K - $590K
51.3K $5.38M
GNTY
Guaranty Bancshares Inc

Financial Services
20.1K
New
$32.67 - $42.34 $656K - $851K
20.1K $804K
MS
Morgan Stanley

Financial Services
8.78K
+ 35.82%
$111.68 - $141.08 $980K - $1.24M
33.3K $3.88M
PEP
Pepsico Inc

Consumer Defensive
10.2K
+ 2.9%
$142.64 - $156.42 $1.45M - $1.6M
362K $54.3M
ALLY
Ally Financial Inc.

Financial Services
21.1K
+ 331.13%
$32.99 - $40.09 $696K - $845K
27.5K $1M
ACWI
Ishares Msci Acwi ETF

ETFs
6.75K
+ 22.0%
$115.16 - $124.13 $778K - $838K
37.4K $4.36M
TDG
Trans Digm Group Inc

Industrials
8
+ 0.13%
$1251.32 - $1394.11 $10K - $11.2K
6.3K $8.72M
TFLO
Ishares Treasury Floating Rate

ETFs
14.5K
+ 224.41%
$50.48 - $50.68 $730K - $733K
20.9K $1.06M
Activity Summary
Buys All Purchases 685 New Holdings 149 Increased Positions 536 Sells All Sells 531 Reductions 531 Sold out 0 Options Calls 0 Puts 0
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